The unit focuses on meeting the needs of family offices, financial advisors and high net worth investors with institutional-quality investment management and tax-efficient wealth preservation.
Windham has its main office in Cambridge, Mass., to serve large institutional investors.
“Boston is not only the home of a large portion of the country’s financial services sector and many of its major institutional investors, it is also where trends in financial management for affluent investors often start,” said Stan Shelton, a managing partner at Windham. “Windham is committed to providing individual investors, their financial advisors and small institutions with the same proprietary risk measures that, prior to the significant market volatility of 2008, were only used to manage assets for our large institutional clients.”
Last month, Windham announced the launch of the Windham Tactical Portfolio, which incorporates an active asset allocation strategy that uses proprietary risk measures to control exposures throughout market cycles. Through daily monitoring of the Windham Investment Risk Cycle, portfolio managers adjust the investment mix of the portfolio to grow principal in times of low risk and to preserve principal in times of high risk.
The Windham Tactical Portfolio can be combined with any of the Windham Core Portfolios. The Core Portfolios are designed for a range of risk preferences, including conservative, conservative plus, moderate, moderate plus and aggressive.
Windham, which was founded in 1988, is an independent investment manager with over $35 billion in assets under management.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access